See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,175 | $96,635-82.2% | $86,612-80.2% | $139,434-87.7% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 19.91% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,398 | $4,836+11.6% | $4,438+21.6% | $6,710-19.6% |
| Admin fee / account holder | $31 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |